Institutional Ownership Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG). We have compiled data on the 2,545 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
850
shares
|
$154,827
0.04% of portfolio
|
Q1 2025
Added 431.25%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
833
shares
|
$151,730
0.01% of portfolio
|
Q2 2023
Added 10.04%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
831
shares
|
$151,366
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
818
shares
|
$148,998
0.01% of portfolio
|
Q1 2024
Reduced 16.95%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
798
shares
|
$145,355
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
786
shares
|
$143,169
0.06% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
771
shares
|
$140,437
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
758
shares
|
$138,069
0.1% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
754
shares
|
$137,341
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
744
shares
|
$135,519
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
731
shares
|
$133,151
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
721
shares
|
$131,330
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
717
shares
|
$130,601
0.02% of portfolio
|
Q1 2025
Reduced 32.49%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
714
shares
|
$130,055
0.01% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
707
shares
|
$128,780
0.05% of portfolio
|
Q4 2023
Reduced 94.3%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
705
shares
|
$128,415
0.06% of portfolio
|
Q1 2025
Reduced 49.75%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
695
shares
|
$126,594
0.04% of portfolio
|
Q4 2024
Added 40.4%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
684
shares
|
$124,590
0.01% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
678
shares
|
$123,497
0.09% of portfolio
|
Q1 2024
Reduced 73.25%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
677
shares
|
$123,315
0.01% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
674
shares
|
$122,769
0.01% of portfolio
|
Q1 2025
Reduced 74.29%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
653
shares
|
$118,943
0.01% of portfolio
|
Q1 2025
Reduced 85.3%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
652
shares
|
$118,761
0.06% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
630
shares
|
$114,754
0.06% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
627
shares
|
$114,208
0.04% of portfolio
|
Q1 2025
Added 0.48%
|